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Sundeep Kumar, Cfa Email & Phone Number

Senior Solutions Architect, Portfolio Management Group at Fisher Investments
Location: Tampa, Florida, United States 20 work roles 6 schools
1 work email found @sundeepkumar.com 8 phones found area 917, 212, 516, 631, and 718 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

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Work email s****@sundeepkumar.com
Direct phone (917) ***-****
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Current company
Role
Senior Solutions Architect, Portfolio Management Group
Location
Tampa, Florida, United States

Who is Sundeep Kumar, Cfa? Overview

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Quick answer

Sundeep Kumar, Cfa is listed as Senior Solutions Architect, Portfolio Management Group at Fisher Investments, based in Tampa, Florida, United States. AeroLeads shows a work email signal at sundeepkumar.com, phone signal with area code 917, 212, 516, 631, 718, and a matched LinkedIn profile for Sundeep Kumar, Cfa.

Sundeep Kumar, Cfa previously worked as Senior Solutions Architect at Fisher Investments and Principal Consultant at Investm Technology Llc. Sundeep Kumar, Cfa holds Chartered Financial Analyst, Financial Analysis from Cfa Institute.

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Email format at Fisher Investments

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{first}@sundeepkumar.com
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Profile bio

About Sundeep Kumar, Cfa

Strategic and Delivery focused Development manager with immense experience in Electronic Trading System Design and Development, Market and Credit Risk Management. Strong Hands-On experience in designing and implementing Real Time Trading Systems for Equities, Derivatives, Fixed Income and OTC Products, High Frequency Trading Systems, GUI Design, Risk Management Systems, P/L, OMS/EMS Design, Portfolio Management, Program and Algorithmic Trading Systems, FIX based systems and Credit Underwriting, Credit Approval, Credit Lifecycle Management, Early Warning and Remedial, Credit Analysis Systems, Commercial Banking, Stress Testing/Scenario Analysis, Market Data Systems. Strong Analytic skills with proficiency in Financial modeling of Derivatives (Listed/OTC), Equity and Fixed Income Products, Credit Products and Structured Finance. Strong experience in handling multiple complex global projects, handling large teams (300+) spread globally in NAM, EMEA, APAC and LATAM. Solid programming experience in a vast variety of languages including C++/Visual C++/C#/.NET/Java/WPF/J2EE/COM/ATL, Messaging, Encryption. Responsible for financial governance, resource management, operational risk, and ongoing strategic partnership with the senior leadership team. Provide relevant information to the business and leadership team to make decisions that align with the objectives of the broader organization. Experienced leading computer forensics and troubleshooting expert. Communicate and manage expectations effectively with senior executives, peers and team members. Immense experience in creating Global Credit Risk Frameworks for Commercial Banking, Private Bank, Consumer Bank, Institutional Bank, Credit Underwriting and Risk Management System including Credit Origination, Credit Analysis, Credit Approval, Early Warning/Remedial Management.Strong experience managing Core Credit Applications for the Wholesale Credit Risk Group including Limit Monitoring and Rules based Risk Management.Specialties: GUI , Visual C++/C++, C#, .NET (Winforms, WPF, WCF, LINQ) Derivatives, Fixed Income, Equities, Credit), COM/ATL, Analytics , Matlab, Java, Network Modeling, Statistical Analysis, FIX Framework, Field Theory, Error Correction, Galois Field Mathematics, Order Management Systems ( OMS ), QTP , Stingray, Python, Flex 4, ActionScript, J2EE, IProcess, JRules, VB.NET, Oracle, Sybase, Spring, Hibernate, BPM, OpenGL, WebGL, HTML5, CSS, Javascript, Perl, PHP, MySQL, TIBCO EMS/ RV, JMS , EJB, Struts, JSP, Machine Learning , Distributed Computing , Cloud Migration , Agile Development

Listed skills include Fixed Income, Equities, Equity Derivatives, Risk Management, and 46 others.

Current workplace

Sundeep Kumar, Cfa's current company

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Fisher Investments
Fisher Investments
Senior Solutions Architect, Portfolio Management Group
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20 roles

Sundeep Kumar, Cfa work experience

A career timeline built from the work history available for this profile.

Senior Solutions Architect

Current

Plano, Texas, US

  • Responsible for leading the architecture and design of Fisher Investment’s modern Portfolio Management Group Platform on Microsoft Azure.
  • Responsible for implementation of Orchestration services for implementing workflows for Account Onboarding, Custodian Transactions Verification, Trading and Money movement Transactions, connecting applications like.
  • Utilizing a modern Azure based Data Platform using Azure Data Factory, PowerBI, Power Apps, API Gateway, Azure SQL Server to create a state of the art Global Wealth Platform to allow scaling Fisher Investment’s reach.
  • Responsible for implementing modern development techniques including Agile Development, DevOps, DevSecOps, Cloud Native Architecture.
Jun 2024 - Present

Principal Consultant

Current

Provide Digital Data process Transformation services to global institutions, Wealth Management and Hedge Fund Clients, Providing reference data creation using Open Source tools. Deep understanding of products and processes, front, middle and back office. Implemented Security Master using Apache NiFi to consume global exchange feeds to enrich a Neo4J Graph.

Nov 2023 - Present

Principal Solutions Architect

Current
Fullresonance Llc

Providing expertise for development of Financial Software, Digital Transformation, Application Security, Cloud Transformation ( Azure, AWS and GCP), DevOps, DevSecOps, Data Strategy including Data Transformation, ETL. Immense experience with implementing Distributed systems using Kafka, Spark, HADOOP and other Distributed computing, Vendor Management.

Jan 2008 - Present

Executive Director, Credit Risk Technology, Morgan Stanley, Application And Data Architecture

New York, NY, US

Responsible for Credit Risk Technology at Morgan Stanley with interest in Credit Exposure Calculation, Credit Aggregation, Risk Infrastructure, Risk Operations and Risk Reporting. Interest in Distributed Computing, Big Data, AI/ML, Automation, Cloud Transformation and Agile/ DevOps and DevSecOps.

Aug 2022 - Sep 2023

Vice President Of Global Technology, Solution Architect

San Francisco, California, US

Responsible for modernization of Wells Fargo's Technology in Algorithmic Trading, ETF, SWAPS and Equities Trading, Risk Management, Compliance, Data Services, Application Security and DevOps. Focus on Java/Python/C++ services, Micro Service architecture using Spring Boot/ Quick fix and Kafka/Coherence driven data services, Code Quality, Security Testing.

Apr 2021 - Aug 2022

Principal Consultant / Vice President, Solution Architect

Boston, Massachusetts, US

  • Certified Charles River Implementer by Charles River University
  • Led over 10 Cloud Migrations from On Prim / Rackspace (Private Cloud) to public Cloud (Azure).
  • Expertise in Compliance, Manager’s Workbench, System Admin and Trade Blotter, Credit, Market Risk
  • Implemented Custom wrapper for Real Time Support for Thomson Reuters
  • Implemented Custom Export for a Client Using Kettle Export
  • Implemented migration from Perl to Java for Bloomberg Data License
Apr 2019 - Apr 2021

Chief Operating Officer

Liquidfsi, Inc
  • Implemented LiquidFSI’s ConvertToPay Lending and Underwriting Platform.
  • Developed interfaces with external Fintech Lenders including Stackfolio and Fundation.
  • Created a Marketplace with over 1000 Lenders to lend in the Healthcare space.
  • Implemented Machine Learning based Credit Models for Credit Underwriting.
Oct 2018 - Apr 2021

Senior Application Architect

Milwaukee, WI, US

  • Responsible for migrating Northwestern Mutual’s Wealth Management Application from NodeJS to Java 8, using Microservices, Docker and Kubernetes..
  • Implemented BNY Mellon’s API using Orchestrated end points for Account Management, Money Movement, Transactions and Performance.
  • Implemented a CI/CD pipeline using JIRA, Gitlab, Sonar, Docker and Jenkins. Implemented close to 80 % Unit Testing
  • Created a mock Service implementation to abstract out BNY’s Services for Unit Testing
  • Implemented NewRelic logging.
  • Implemented support for Elastic Search/Logging
Jan 2019 - Apr 2019

Executive Director, Wholesale Credit Risk

New York, NY, US

Senior, Hands-on Development Manager responsible for managing Global Technology Applications. Limits Monitoring, Rule Based Risk Management, Overlimits and Breach Management, Compliance and Audit, Economic Capital Calculations, Exceptions and Alerts Management. Application Security Champion. Application stack based on Java J2EE/ ExtJS/ Gemfire/Spring.

Sep 2014 - Jan 2019

Business Solutions Manager

Philadelphia, Pennsylvania, US

Business Solution Manager / Chief Business Solution Architect at Brandywine Global Investment Management, responsible for Development of all Front Office Businss solutions used by the Investment Managers ( Fixed Income, Equity as well as Balanced Strategies). Member of the CIO's Leadership Team responsible for development of the future Technology Strategy.

Mar 2014 - Jul 2014

Senior Vice President, Global Credit Risk

New York, New York, US

Responsible for Global Rollout of end to end Credit Solutions for Commercial Loan Underwriting, Collateral Management, Credit Analysis, Credit Risk Management, Approval, Early Warning and Remedial for the Local Commercial Banking Division of CitiGroup (LATAM, APAC, CEEMEA and NA). Managing a global team with presence in North America, India, Argentina.

Nov 2010 - Mar 2014

Principal

Charlotte, NC, US

Responsible for Front Office development for Global Equities and Derivatives (Listed, OTC and Exotics) Risk Management, Equity Swaps, Var Swaps, Equity/Derivatives OMS, Market Analytics and Pricing, STP and Framework Development. Applications cover Risk Management for both Equities and Derivatives as well as Trading Technologies and Derivatives Pricing and.

Mar 2008 - Oct 2010

Director

New York, NY, US

Bank of America acquired Merrill Lynch on September 15th, 2008 to create Bank of America Merrill Lynch. Responsible for Transition of the Trading, Risk and Pricing Systems for Equity Derivatives (Listed and OTC ) after the merger. Responsible for creating the next generation.NET Frameworks to be used company wide using modern design patterns (MVVM).

Mar 2008 - Oct 2010

Director

Toronto, Ontario, CA

Royal Bank of Canada completed the acquisition of Carlin Financial Group on January 2nd, 2007 creating RBC Carlin, a wholely owned division of RBC Capital Markets. Manager of the GUI development team at RBC Carlin, responsible for electronic trading of Equities, Options, Futures, FOREX, analytics etc. RBC Accel is a premier Electronic Trading tool used by.

Jan 2007 - Feb 2008

Executive Vice President

US

Graphical User Interface team Manager and Lead User Interface Architect. Responsible for Options/Futures integration and Analytics Development.Carlin Financial Group is a leading financial services company that provides a full suite of versatile products and services designed to meet the specific needs of financial institutions, hedge funds and.

Jun 2006 - Dec 2006

Senior Analyst

New York, NY, US

Responsible for Control's Architecture, UI Design and Software Infrastructure Design. Control screens are now used in almost all Bloomberg Screens. Responsible for several functions on the Bloomberg like SWAP Analysis, Options Pricing, Fixed Income Analysis, Volatility Surfaces, Trading Applications within Bloomberg and the Bloomberg Launchpad design.

May 2003 - Jun 2006

Vice President

New York, New York, US

Created a Framework ( front end, Backend ) for end to end electronic trading of Equity Derivatives, Stocks, Futures etc. Principal liason with the Equity Derivatives Sales and Trading Desk.Co-Ordinated a Global Team with resources in NY, London, Chicago, San Francisco, etc.

Apr 2000 - May 2003

Senior Analyst

Zurich, CH

Created a Program Trading and Basket trading Application. The application allowed the creation of International Baskets which could be traded in their individual Markets. The application also interfaced with Credit Suisse's backend servers to allow for internal crossing, Order routing etc.

Sep 1999 - Apr 2000

Senior Analyst

US

Created Application for online Trading - MarketSpeed and Broker's Ally. Stand alone applications were created to be used by both DLJ Direct's Retail clients (500,000 in Number), as well as Money Managers, Brokers and Institutional Clients. DLJ Direct was awarded several accolades for its intuitive design and Navigation capabilities

Apr 1998 - Sep 1999

Associate

Chicago, Illinois, US

Research in Symbology - Created several symbologies like PDF417, Micro PDF etc. Research in Galois Field Mathematics and Symbology. Member of the Decode Core Competency group, whose primary mandate was creation of new Symbologies and Decode Algorithms, Stress testing Algorithms, designing Laser based and Camera based imaging devices, image processing.

Sep 1992 - Apr 1998
6 education records

Sundeep Kumar, Cfa education

Chartered Financial Analyst, Financial Analysis

Cfa Institute

Mba, Finance And International Business

Nyu Stern School Of Business

Msc, Computer Science And Electrical Engineering

New York University - Polytechnic School Of Engineering

B.Tech, Electrical And Computer Engineering

Indian Institute Of Technology, Delhi

High School, Sciences And Technical Drawing

Delhi Public School, R.K.Puram

Junior High School, Science And Math

Mount St Mary'S
FAQ

Frequently asked questions about Sundeep Kumar, Cfa

Quick answers generated from the profile data available on this page.

What company does Sundeep Kumar, Cfa work for?

Sundeep Kumar, Cfa works for Fisher Investments.

What is Sundeep Kumar, Cfa's role at Fisher Investments?

Sundeep Kumar, Cfa is listed as Senior Solutions Architect, Portfolio Management Group at Fisher Investments.

What is Sundeep Kumar, Cfa's email address?

AeroLeads has found 1 work email signal at @sundeepkumar.com for Sundeep Kumar, Cfa at Fisher Investments.

What is Sundeep Kumar, Cfa's phone number?

AeroLeads has found 8 phone signal(s) with area code 917, 212, 516, 631, 718 for Sundeep Kumar, Cfa at Fisher Investments.

Where is Sundeep Kumar, Cfa based?

Sundeep Kumar, Cfa is based in Tampa, Florida, United States while working with Fisher Investments.

What companies has Sundeep Kumar, Cfa worked for?

Sundeep Kumar, Cfa has worked for Fisher Investments, Investm Technology Llc, Fullresonance Llc, Morgan Stanley, and Wells Fargo.

How can I contact Sundeep Kumar, Cfa?

You can use AeroLeads to view verified contact signals for Sundeep Kumar, Cfa at Fisher Investments, including work email, phone, and LinkedIn data when available.

What schools did Sundeep Kumar, Cfa attend?

Sundeep Kumar, Cfa holds Chartered Financial Analyst, Financial Analysis from Cfa Institute.

What skills is Sundeep Kumar, Cfa known for?

Sundeep Kumar, Cfa is listed with skills including Fixed Income, Equities, Equity Derivatives, Risk Management, Credit Derivatives, Capital Markets, Investment Banking, and Financial Markets.

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